Cigarettes & Tobacco Products industry

7 companies · ₹36,877 cr · 1 with AI deep dives

Exhibit 2What it costs

8.61x - 17.91x across the panel today

The median name trades at 12.6x, -49.3% against this industry's own 5-year median of 24.9x, and -63.5% against its own peak of 34.6x.

Exhibit 3Structure

₹36,877 cr

Godfrey Phillips India Ltd is 86% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.

mid 1small 2micro 43 above ₹500 cr

Exhibit 4Screen

P/E below the sub-industry median of 12.64x, 5y ROCE above its median of 9.6%, and at least 2 growth triggers stated on the latest earnings call.

Which names clear this screen is premium

The screen runs on stated growth triggers from the latest earnings calls - the same guidance data the stock screener reserves for premium. Premium names every company in this industry that is cheap against its own median and has the triggers behind it.

See plans

Exhibit 5Coverage (7 of 7)

Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.

Mcap
₹30,073 cr
P/E
22.5x
EV/EBITDA
16.9x
ROCE
23.2%
Margin
14.4%
Rev YoY
+110.6%
Mcap
₹3,465 cr
P/E
12.6x
EV/EBITDA
-
ROCE
25.3%
Margin
23.5%
Rev YoY
+108.1%
Mcap
₹1,309 cr
P/E
3.7x
EV/EBITDA
18.3x
ROCE
63.5%
Margin
8.7%
Rev YoY
+1750.1%
Mcap
₹212 cr
P/E
9.8x
EV/EBITDA
8.6x
ROCE
11.1%
Margin
27.0%
Rev YoY
-9.5%
Mcap
₹28 cr
P/E
-
EV/EBITDA
-
ROCE
-1.8%
Margin
-2.3%
Rev YoY
+4.2%
Mcap
₹11 cr
P/E
11.2x
EV/EBITDA
8.2x
ROCE
7.7%
Margin
3.4%
Rev YoY
-
Mcap
₹5 cr
P/E
4.6x
EV/EBITDA
-
ROCE
7.6%
Margin
69.3%
Rev YoY
+16.0%

No earnings-call brief covers this industry yet. It appears once at least five companies here have a transcript analysed, or sooner from the parent industry. The numbers above do not depend on it.

AppendixThe other 0 companies

1-0
sort: mcap · composite · name